Keystone Financial Services (Colorado)’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.03M Buy
2025
Q2
$916K Buy
2025
Q1
$835K Buy
2024
Q4
$718K Buy
2024
Q3
$821K Buy
2024
Q2
$706K Buy
2024
Q1
$590K Sell
2023
Q4
$616K Buy
2023
Q3
$620K Buy
2023
Q2
$611K Buy
2023
Q1
$557K Buy
2022
Q4
$533K Buy
2022
Q3
$448K Sell
2022
Q2
$509K Buy
2022
Q1
$471K Sell
2021
Q4
$497K Buy